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Creating and editing banks and accounts

Depending on the payment system you use, you may have to enter bank and account details in Impact Ordering so that credit notes can be printed or debit notes created. Please note that Impact Ordering is not intended to serve as a financial accounting system.

Before you can enter account details, you must first create and enter details of the banks at which the accounts are held. When you have created accounts, purchasers can assign the accounts to basic contracts.

Creating and editing banks

1. On the Company Administration page, click the link Banks.

   The Banks list is displayed.

2. Click:
   • the New entry button to create a new bank
   • to edit an existing bank

   The Bank page is displayed. Select the menu item Help to display detailed information about this page.

3. Enter the name and number (sort code) of the bank and click Save.

Creating and editing accounts

1. On the Company Administration page, click the link Accounts.

   The Accounts list is displayed.

2. Click:
   • the New entry button to create a new account
   • to edit an existing account

   The Accounts page is displayed. Select the menu item Help to display detailed information about this page.

3. Enter the name and number of the account.
4. Select the company that holds the account, the name of the bank and the currency.
5. Click Save.

 

See also Company administration pages Company profile Creating and editing companies Viewing the company hierarchy Managing addresses Creating and editing forms Managing budgets Managing control structures